Podcasts about referrals

Our next podcast takeover episode is with the amazing Jeni Bukolt from GSD with Jeni. We discuss the biggest mistakes business owners make when it comes to referrals and how to shift your mindset to see results. We also touch on protecting your mindset as an entrepreneur, the importance of building authentic relationships, and overcoming self-sabotage. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/370

While the true measure of character may be what you do when no one is watching, could you become a better version of yourself by assuming someone always is? For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Be Among The First PTs To Empower Your Patients — And Get Paid Doing ItDive into a powerful conversation on ilovept.org's XPRT2ND initiative, a PT-led movement transforming the way medical referrals are being made. Through a patient-first, surgery-last approach, orthopedic care has been greatly improved and made more accessible. What you'll discover in this episode between Adam Robin and Joe Simon: A mission born from necessity. Learn how XPRT2ND empowers clinicians and patients with expert second opinions within 48 hours, ensuring truly medically necessary interventionsA win-win for PTs and patients. Physical therapists can help guide better orthopedic decisions, earn referral rewards, and solidify their role as essential healthcare advocatesHow to partner and grow. Hear about the affiliate model: early-access recruitment, access to marketing materials, pitch decks, and training designed to boost both patient care and revenue Join us as we explore how PTs can lead change, support better clinical outcomes, and grow their practice, all through a patient-first lens.Want to talk about how we can help you with your PT business, or have a question you want to ask? Book a call with Nathan - https://calendly.com/ptoclub/discoverycallLove the show? Subscribe, rate, review, and share! https://ptoclub.com/

In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready.

Why Did Your Referral Sources Dry Up?Referrals are the lifeblood of many law practices, but what happens when this vital stream of business mysteriously dries up? The answer might be more systematic than you think.Most attorneys operate under a dangerous misconception: that referral relationships are built on loyalty. The harsh reality? Referrals come from relevance, not loyalty. The solution requires a mindset shift: stop treating referrals as random favors and start managing them as a strategic marketing channel. Resources:Cut PPC Costs Instantly (Free E-Book)Premium PodcastFor more, visit rosenadvertising.comSend us a textSupport the show

Introduction & Panelist Introductions (00:00:00) Relevance of Networking Post-COVID (00:01:30) Attitudes Toward Networking Events (00:02:20) Finding the Right Networking Groups (00:03:57) Episode Roadmap & Key Topics (00:05:10) Networking Statistics & In-Person Value (00:07:00) Alan's Networking Journey & Event Hosting (00:08:54) Introverts vs. Extroverts in Networking (00:11:17) Why Introverts Excel at Networking (00:15:03)Extrovert Strengths & Pitfalls (00:15:55)Introvert Strengths & Challenges (00:17:47)Defining the Goal of Networking Events (00:18:28)The Power of Making Others Feel Heard (00:19:51) Preparation Before the Event (00:20:59) Identifying Ideal Contacts & Event Research (00:21:51) Leveraging Attendee Lists & Lead Magnets (00:23:44) Connecting Before the Event & Buffer Time (00:26:14)Attending with a Power Partner (00:30:20)Recharging Before Events (00:32:10) Researching Attendees for Better Conversations (00:32:41) Being Present & Prepared at Events (00:34:02) Setting Realistic Networking Goals (00:34:54) Crafting a Compelling Introduction (00:35:51) Building Rapport Through Questions (00:36:40) Networking for Referrals, Not Just Direct Business (00:37:19) Developing Your 15-Second Infomercial (00:38:06) Scripting and Value Proposition (00:40:24) Pivot Questions & Active Listening (00:42:01) Balancing Personal and Business Conversation (00:44:31)Deciding to Follow Up or Move On (00:45:54)Scripting the Follow-Up or Exit (00:46:44) Avoiding Unproductive Conversations (00:48:24) Post-Event Follow-Up & Note-Taking (00:48:59) Scheduling Post-Event Follow-Up Time (00:50:54) Networking Tools: Book & Scripting Planner (00:52:02) Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

In this episode of the Oral Surgery Admins Timeout podcast, hosts Jamie Leos (OMS Powerhouse Consulting) and Nathan Greenberg (Firm Media) explore how modern marketing and AI are transforming OMS practices. Guest Chris Suchánek (Firm Media) shares insights from years of working with oral surgery practices, highlighting challenges in shifting from referral-based growth to direct patient acquisition. He explains why strong brand positioning, smart digital strategies, and mixed media campaigns are crucial for standing out in a competitive market. Chris also discusses how AI enables faster competitor analysis, tailored content, and precise audience targeting, saving practices time and money. The conversation dives into practical tips for converting leads, leveraging front office staff, and integrating online and offline touchpoints to build lasting patient relationships. A must-listen for OMS professionals eager to harness AI and elevate their marketing game.

In this engaging conversation, Stephen Schmidt interviews William Spar, a seasoned expert in real estate and tax strategies. They discuss William's journey in the real estate industry, the importance of tax planning for investors, and common misconceptions about tax codes. William shares insights on building a referral-based business, overcoming challenges, and the significance of human connection in an increasingly digital world. The conversation emphasizes the need for resilience, effective marketing strategies, and the role of support systems in entrepreneurship.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this marathon episode, Jon Herold and Burning Bright take listeners on a tour through the week's biggest, and most tangled, narratives. They start by dissecting the backlash over the DOJ's Epstein memo, exploring why Trump's irritated dismissal of Epstein questions wasn't just frustration but potentially a signal that the narrative was always overhyped by others. The conversation moves to the bombshell criminal referrals of John Brennan and James Comey over Russiagate misconduct, a development the hosts see as the starting domino in unraveling the Deep State's decade-long campaign against Trump. They connect the dots to Durham's report, Spygate, and why this legal front could finally break into public consciousness. Turning global, the discussion examines Trump's new tariffs, his hardline stance against BRICS countries, and the emerging Taiwan flashpoint as media and NATO leaders ramp up fear narratives about a China invasion. With reflections on semiconductor supply lines, rare earth minerals, and the economic pressure shaping geopolitics, the episode blends deep-dive research with candid skepticism. Whether debating psyops or the pace of justice, Jon and Burning Bright challenge listeners to question the timing, the incentives, and the stories shaping the battlefield.

In our latest episode of The Predictable Revenue Podcast, Collin sat down with Carolyn Sloan, founder of TeachMeTV. They unpacked exactly how she had found it, and scaled real traction in a market that resists disruption.  Highlights include: Reflective Practice in Education (08:43), Building the Product and Initial Feedback (13:27), Identifying the Right Audience (14:18), The Importance of Referrals (19:00), And more... Stay updated with our podcast and the latest insights in Outbound Sales and Go-to-Market Strategies!

Referrals aren't just a nice-to-have — they're one of the most powerful (and underused) levers in B2B sales. In this episode, Harry Kendlbacher sits down with Ben Cronsberry, GTM Operations Lead at Shopify, to unpack what it really takes to build a scalable, repeatable referral engine. They discuss: - Why referral-based selling is about mindset, not just motion - How to activate your internal and external networks in a way that drives results - The role of trust, timing, and consistency in ecosystem-led growth - And what most teams get wrong when trying to turn relationships into revenue If you're thinking about how to grow pipeline without burning budget — this one's for you.

Most firm owners think growth means more ads, more hires, or more hustle. But what if you could grow without any of that?In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Ed Chan breaks down the 4 smartest (and often overlooked) levers you can pull to grow your firm, starting with what you already have. From turning happy clients into referral machines, to selling more services to your current base, to marketing that actually works, and the real ROI behind acquisitions... Ed lays out a clear path for firm owners who want growth without chaos.If you want a business that attracts clients like a garden attracts butterflies, this is your blueprint.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Austin shares one tip that you can use to generate referrals without having to do any networking!Time Stamped Show Notes:[0:25] - Networking is uncomfortable[1:03] - Find jobs for your friends[2:34] - Refer-a-Friend[3:32] - It's all about adding valueWant To Level Up Your Job Search?Click here to learn more about 1:1 career coaching to help you land your dream job without applying online.Check out Austin's courses and, as a thank you for listening to the show, use the code PODCAST to get 5% off any digital course:The Interview Preparation System - Austin's proven, all-in-one process for turning your next job interview into a job offer.Value Validation Project Starter Kit - Everything you need to create a job-winning VVP that will blow hiring managers away and set you apart from the competition.No Experience, No Problem - Austin's proven framework for building the skills and experience you need to break into a new industry (even if you have *zero* experience right now).Try Austin's Job Search ToolsResyBuild.io - Build a beautiful, job-winning resume in minutes.ResyMatch.io - Score your resume vs. your target job description and get feedback.ResyBullet.io - Learn how to write attention grabbing resume bullets.Mailscoop.io - Find anyone's professional email in seconds.Connect with Austin for daily job search content:Cultivated CultureLinkedInTwitterThanks for listening!

In a fiery discussion, the hosts react to the unprecedented criminal referrals of former CIA Director John Brennan and former FBI Director James Comey. They detail how Brennan and Comey allegedly knew the Steele dossier was fabricated by Hillary Clinton's campaign but still used it to justify spying on Donald Trump's team and to mislead Congress and the public. Drawing parallels to Soviet-era intelligence corruption, the hosts condemn what they call felony-level perjury and illegal surveillance, contrasting the lack of accountability for powerful officials with everyday Americans punished for minor offenses. As media narratives prepare to paint Trump as a dictator for pursuing justice, the conversation underscores why many see this as a long-overdue reckoning.

Todd Bertsch, dynamic speaker and entrepreneur, shares about his journey into positive intelligence and how it transformed his life and business. Learn more about him at https://www.toddbertsch.com/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Send us a message!This week, we're joined by Deborah Labi, a seasoned hospitality professional and the founder of Have You Got, a verified global guest referral network designed to help independent property managers expand their reach and maximize revenue without sacrificing the personal touch that sets them apart.With two decades of experience in the industry, Deborah understands the frustration of turning away great guests, whether due to lack of availability or location. That challenge led to the creation of Have You Got, a platform that enables property managers to remain helpful, visible, and profitable even when they can't host the guest themselves. Through verified referrals, Have You Got turns missed bookings into meaningful opportunities for both managers and travelers.In this episode, we dive into:1️⃣ How Have You Got turns guest referrals into passive income2️⃣ Why verified managers and guest-first design build lasting trust3️⃣ Smart ways to use referral links to capture missed bookings4️⃣ How simple videos can strengthen guest loyalty5️⃣ Why collaboration, not consolidation, is key to reducing OTA dependenceWe also discuss the importance of transparency, collaboration, and brand-building in a market where travelers are increasingly craving trusted, local experiences.Connect with Deborah:LinkedIn: https://www.linkedin.com/in/deborah-labi-a7566a2b/ Website: https://www.thehaveyougot.network/ ✨ Exclusive Offer to Alex & Annie Listeners:Get a free market assessment from Track with 3 to 5 actionable insights tailored to your business. (valued at $400)You will meet one-on-one with an expert to help evaluate your market, identify opportunities, and build a strategy to help you stand out.

In this conversation, Dylan Silver interviews Nicole Anglin, a real estate broker and CEO of Guided Path Realty in North Carolina. Nicole shares her journey from social services to real estate, emphasizing the skills that transferred between the two fields. She discusses the concept of seller financing, how it works, and its benefits for both buyers and sellers. The conversation also touches on the logistics of seller financing transactions, the importance of referrals and marketing in real estate, and current market trends in North Carolina, highlighting the opportunities available for buyers in a shifting market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Kate Duggan, Tusla CEO, discusses the progress and challenges of the Child and Family Agency as it marks a decade of work with its 2024 annual report.

The fastest and easiest way to get more pipeline is through referrals! But most reps miss this opportunity or aren't sure how and when to ask.This episode covers all of that!Free Insights Tool: https://insights.succession.bio/Newseletter: https://blog.succession.bioAbout SuccessionSuccession helps founders and sales teams close more deals with biotech and pharma. We partner with our clients to run modern lead generation campaigns, up-skill their team through personalized sales training, and build AI workflows using cutting-edge tools and technology.Ready to take your go-to-market to the next level?www.succession.bioAsk us anything: https://forms.gle/6cJJo7imyekPcwdEA

Here's the brutal truth about social media for sales: You're already behind, and it's going to be a grind. That's the reality Margarita from Dallas discovered when she called into our podcast. She's a seasoned realtor with 20+ years of experience, built her entire business on referrals and warm market relationships, and suddenly realized she needs to master social media to stay competitive. Sound familiar? You're not alone if you're staring at this digital mountain wondering how the hell you're going to climb it. But what makes Margarita's situation even more challenging and why her story matters to every sales professional reading is this: She's trying to compress 20 years of relationship building into a social media strategy that can compete with people who've been doing this for decades. The Tom Cruise Problem: Building Your Social Media Presence Takes Time Remember the first time you saw Tom Cruise in a movie? For me, it was Risky Business, some kid dancing around in his underwear. He wasn't the "last movie star" then. He was just another actor trying to make it. But here's the thing: Today, if you saw Tom Cruise walking down the street, you'd lose your mind. You'd want selfies, autographs, the whole nine yards. Why? Because over decades, he created millions of micro-interactions that built trust, familiarity, and fandom. That's exactly what you need to do on social media. You need to create fans of YOU. The problem is that most sales professionals want to skip the relationship-building phase and jump straight to the closing phase. They want to post a few listing videos and magically generate leads. That's not how it works. The Algorithm Rewards Consistency, Not Perfection Here's the part that's going to hurt: You need to post every single day. Not when you feel like it. Not when you have something "good" to share. Every. Single. Day. When you first start, your content is going to suck. Your first TikTok video? Three people will watch it. Your first Instagram post? Crickets. Your first LinkedIn article? Your mom and your real estate buddy will like it. I know because I've been there. We've all been there. The algorithms don't care about your feelings—they care about consistency. Think about it this way: You're not just competing with other sales professionals for attention. You're competing with Netflix, YouTube, TikTok, and every other form of entertainment for your prospects' eyeballs. The only way to win that battle is to show up relentlessly until people start recognizing your name and face. The Two-Bucket Strategy: Marketing vs. Lead Generation When you think about social media as a sales professional, you need to separate it into two distinct buckets: Bucket 1: Marketing and Brand Building This is about name recognition, familiarity, and staying top-of-mind. When people in your market are ready to buy or sell, your name should be the first one they think of. This bucket is about volume, consistency, and building your personal brand. Bucket 2: Direct Lead Generation This is about watching what prospects are doing, engaging with them directly, and converting social interactions into sales conversations. This bucket is about quality, relationship building, and moving people from digital relationships to actual appointments. Most people focus entirely on Bucket 1 and wonder why they're not getting leads. Others focus only on Bucket 2 and wonder why their content isn't reaching anyone. You need both working in harmony. Your 3-Pillar Content Strategy System Here's what you need to post consistently: Original Content: This is your unique perspective, your experience, your stories. If you're a 20-year veteran like Margarita, you have war stories that new agents don't. You've survived market crashes, interest rate spikes, and industry changes. Share that wisdom. Curated Content: Find industry articles, market reports, and news relevant to your prospects.

If you want better retention and more referrals, the key is to improve your client experience so it's not just your work that shines. In this bite-sized episode, I'm sharing how service providers can stand out and specific examples and ideas you can use to start creating memorable moments and happy clients.   I bought the card and box referenced in today's episode at www.vistaprint.com and the catalog and workbook at https://www.printivity.com/ To see the products I referenced (or to leave a comment or ask a question), check out the YouTube version of this episode at https://youtu.be/sWzuLyGR6fM Want to know when registration for Growth Accelerator and the All In Mastermind opens? Join my free email at https://www.HeatherJoyHubbard.com/Subscribe to be the first to know.

In this podcast takeover episode, we welcome Marlon Griffith from the Griffith Law Firm. Marlon is not only a fantastic client but also a delightful person to spend time with. We had a lively conversation that I know you'll enjoy! Marlon and I discuss the common myths about referrals and how to shift your mindset from being a hustling salesperson to a trusted resource. We also talk about the psychology behind referrals and the five essential steps to generating referrals without asking. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/369

Chances are, you look to your network for that next great client or career move. And you judge your network based on whether or not those things happen. But that's not the only value you can mine from your network. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

In this loan officer marketing podcast, Chris Johnstone is going to show you how to build Facebook Ad campaign, not just for lead generation but to drive referrals that turn into closed, funded mortgage deals. Here's what you'll learn: The Facebook Ad Strategy That Attracts Referrals: How to run ads that naturally lead to referral deals, not just cold leads. The Exact Follow-Up Process That Closes Loans: Scripts, tools, and automation techniques that convert leads into closed loans through referrals. The #1 Mistake Loan Officers Make With Ads: Why most ads fail—and the simple changes that can lead to consistent closings.   Whether you're running Facebook Ads now or just getting started, this episode gives you a proven, step-by-step system designed specifically for mortgage professionals.   Watch now to discover how to turn Facebook Ads into closed, funded mortgage deals through referrals! Don't forget to like, subscribe, and share this episode with fellow loan officers.  

Welcome to Circle of Hope, the podcast where I explore the power of connection to spark transformation. In this episode, I have the joy of reconnecting with my longtime friend and colleague, Winn Fuqua, a former photographer turned handyman and aspiring speaker. Together, we dive into the meaningful (and often hilarious) ways that trust, referrals, and reputation shape both our personal and professional relationships. This conversation is a candid, deeply honest reflection on the evolution of connection—from a chance meeting at a speaker's event to years of collaboration, creative projects, advice-sharing, and mutual support. Winn shares what it means to be “the guy” people call, the importance of being easy to talk to, and how relationships that start with service can grow into lifelong trust circles. Watch this if you're curious about:How to build a business (or life) on word-of-mouth and referralsThe role of service, friendliness, and responsiveness in earning trustHow to transition between careers while keeping your reputation strongWhy credibility, reliability, and low self-orientation are key to trustThe magic of staying top-of-mind without being transactionalWhat to do when you can't help someone—but still want to add valueWhy some connections fade and others keep showing upHow to use LinkedIn (and your gut) to identify your real networkBuilding your “favorites list” of trusted referrals to uplift othersStay Connected:Guest: Winn FuquaWebsite: https://www.winnsrealhandy.comInstagram: https://www.instagram.com/winnsrealhandyFacebook: https://www.facebook.com/winnsahandymanOther Podcasts:https://www.youtube.com/watch?v=5I6q54CTzI0https://www.youtube.com/watch?v=3Z2268K3MU8Winn's Favorite Companies (based in Dallas, Texas)Host: Valerie HopeWebsite: https://www.valeriehope.comInstagram: https://www.instagram.com/valeriehope/LinkedIn: https://www.linkedin.com/in/valeriehope/Facebook: https://www.facebook.com/ValerieVHopeYoutube: https://www.youtube.com/@ConnecttoJoyEpisode Highlights 0:00 – Welcome & meet Winn Fuqua 2:30 – How Valerie and Winn met (a speaker meeting meet-cute!) 6:45 – Creating Valerie's first sizzle reel & building trust through service 14:10 – The evolution from videographer to handyman to speaker 22:45 – Why most people don't follow up—and what Winn learned the hard way 31:00 – Building your circle: who do you trust, and who would take your call? 38:00 – From casual client to trusted contact: how to stay in someone's life 49:20 – Referrals as a currency of trust (and Winn's “Favorites List”) 1:02:30 – How reputation is built in small ways (like calling people back) 1:14:00 – Giving advice vs. offering presence: the art of support 1:28:00 – Saying no, setting boundaries, and staying true to your values 1:35:30 – Why it's okay to not be everything to everyoneWhat You'll Learn: This episode is full of wisdom for entrepreneurs, professionals, and anyone working to cultivate a personal brand or build meaningful relationships. Valerie and Winn break down the “trust equation” and show how simple habits—like answering calls, being helpful, and knowing when to say no—are the foundation of a life well connected.You'll walk away with insights on:Building your network by being generous and genuineBalancing service with boundariesHow to gracefully exit or decline a project while preserving trustWhy consistency and character matter more than expertiseHow to become the kind of person people want to referWhat it really means to grow a reputation—and why it's worth protectingWhether you're building a business, reviving a career, or just looking to be a better friend or colleague, this episode will leave you with clarity, warmth, and a few laugh-out-loud moments.

I discuss the responsibilities of group practice owners and independent contractors in the client referral and retention process. Episode Show Notes: kayladas.com/episode124 Canadian Clinical Supervision Therapist Directory: canadianclinicalsupervision.ca Free Boosting Business Community: facebook.com/groups/exclusiveprivatepracticecommunity Private Practice Stages Quiz: kayladas.com/privatepracticestages Credits & Disclaimers Music by ItsWatR from Pixabay The Designer Practice Podcast and Evaspare Inc. has an affiliate and/or sponsorship relationship for advertisements in our podcast episodes. We receive commission or monetary compensation, at no extra cost to you, when you use our promotional codes and/or check out advertisement links.

In this episode of Stay Paid, Josh and Luke take live calls from agents across the country to tackle the real struggles real estate professionals are facing right now. From fighting social media burnout to breaking into the luxury market to preparing for retirement after decades in the business, our guests ask it all—and our hosts don't hold back. You'll hear real talk, proven advice, and systems you can put in place immediately to gain traction.  

Get all the inside secrets and tools you need to help you develop your intuitive and leadership skills so you are on the path to the highest level of success with ease. Virginia has learned the key to collaboration and shares her secrets here!In this episode you will learn:Connection and collaboration begin with givingDive deep into clarity on 6 levelsWe all have a drawer of shame, use it to your advantageConnect with Viginia Muzquiz:Virginia Muzquiz, known as The Referral Diva®, is the founder of Master Connectors and a globally recognized expert in business networking and referral-based marketing. With over two decades of experience helping coaches, consultants, and sales professionals scale their businesses, Virginia has mastered the art and science of building profitable networks. Through her proprietary Referrals on Demand® system, she empowers heart-centered entrepreneurs to create consistent six-figure revenue streams—without relying on complicated tech or paid traffic. https://www.linkedin.com/in/virginiamuzquiz/If you are ready to start reaching your goals instead of simply dreaming about it, start today with 12minutegift.com! Grab your FREE meditation: Reduce Your Anxiety MEDITATIONAre you ready to tiptoe into your intuition and tap into your soul's message? Let's talk Listen in as Jennifer Takagi, founder of Takagi Consulting, 5X time Amazon.Com Best Selling-Author, Certified Soul Care Coach, Certified Jack Canfield Success Principle Trainer, Certified Professional Behavioral Analyst and Facilitator of the DISC Behavioral Profiles, Certified Change Style Indicator Facilitator, Law of Attraction Practitioner, and Certified Coaching Specialist - leadership entrepreneur, speaker and trainer, shares the lessons she's learned along the way. Each episode is designed to give you the tools, ideas, and inspiration to lead with integrity. Humor is a big part of Jennifer's life, so expect a few puns and possibly some sarcasm. Tune in for a motivational guest, a story or tips to take you even closer to that success you've been coveting. Please share the episodes that inspired you the most and be sure to leave a comment. Official Website: http://www.takagiconsulting.comInstagram: https://www.instagram.com/jennifertakagi/Facebook: facebook.com/takagiconsulting Wishing you the best,Jennifer TakagiSpeaker, Trainer, Author, Catalyst for HealingPS: We would love to hear from you! For questions, coaching, or to book interviews, please email my team at Jennifer@takagiconsulting.com

Michael Fanning - Windermere Ask a Coach Podcast HostDavid RushExperience: 35 years in real estate (since 1990)Market Area: Green Lake and surrounding Central North Seattle neighborhoodsBusiness Focus: Sphere-based business serving longtime clientsContact:Jill SjolinExperience: 25 years in real estateMarket Area: Woodinville office, serves 405/I-5 corridor from Seattle to Skagit and San Juan countiesSpecialties: Second homes, island properties, boating clientsBackground: Former Nordstrom employeeContact:Rebecca EspinozaRole: Windermere Relocation Referral Services CoordinatorExperience: Since late 2015Service Area: Manages referral placements across Windermere's footprint and beyondContact:Host introduction and guest backgroundsMarket areas each agent servesOverview of Windermere's geographic footprintDavid's early experience trying to manage referrals independentlyThe importance of not working outside your expertise areaJill's confidence in Windermere's network qualityComparison to "Nordstrom of real estate companies"Flexible communication options with referring agentsSame-day referral placement examplesRebecca's quick response times and problem-solvingCase study: Last-minute weekend referral successInternational referral capabilities and challengesDavid's story about Vashon Island referral replacementJill's experience with client preference mismatchesRebecca's immediate response to issuesImportance of follow-up and trackingAverage referral fee: $3,200Potential annual income from 4-5 referrals"Surprise check" factor - passive income benefitImportance of detailed client information gathering2-business-day turnaround standard (often within hours)Geographic scope: Domestic US coverage, some internationalLeading Real Estate Companies of the World partnership30-day follow-up protocolAdministrative handling and payment guaranteeCost structure: 30% referral fee (20% to referring agent, 6% to network, 4% to department)Conversion rate: 89% vs. 25% industry standard for self-placed referralsAdvice for agents considering DIY approachComparison to FSBO seller mentalityIntegration into listing presentationsSphere of influence opportunitiesRetirement relocation trendsMultiple-destination shopping supportJanet Weldon for Eastern Washington, Idaho, and MontanaEncouragement for both agents and potential relocating clientsFinal advice and contact details for all guestsCall to action for ratings and topic suggestionsHost contact: fanning@windermere.comProfessional referral services provide higher conversion rates (89% vs 25% self-placed)Average referral fee of $3,200 creates significant passive income opportunityQuick turnaround times (often same-day placement in populated areas)Comprehensive geographic coverage across domestic US with international capabilitiesBuilt-in quality control with problem resolution and agent replacement when neededAdministrative burden removed from referring agents with full tracking and payment handlingLeading Real Estate Companies of the World networkWindermere's franchise footprintInternational referral partnerships"Getting Referrals Without Asking" by Stacy Brown RandallFor more episodes and coaching resources, visit the Windermere Ask a Coach podcast series.

Host Michael Fanning talks with. Stacey Brown Randall - Three-time entrepreneur, award-winning author, and referral expert who teaches business owners how to generate referrals naturally without manipulating, incentivizing, or asking. Her clients see dramatic increases in referrals, sometimes up to 350%. Mother of three, avid Red Sox fan (married to a Yankees fan!), and host of the "Roadmap to Referrals" podcast.[0:00-5:00] Introduction & Background​Guest credentials and personal background​Overview of referral expertise and results[5:00-12:00] Biggest Misconceptions About Referrals​Difference between referrals and repeat clients​The "three cast of characters" in true referrals​Why most agents mislabel their business as "referral-based"[12:00-18:00] Quality vs. Quantity Strategy​Why to focus on quantity first, then quality​Avoiding the trap of "training" referral sources​Pattern recognition in referral quality issues[18:00-25:00] Most Overlooked Referral Strategy​Low-hanging fruit: people who've already referred you​Why existing referral sources are easier to cultivate​The power of your "referral source" list[25:00-35:00] The Science Behind Natural Referrals​Four pillars: psychology of trust, brain chemistry, social networks, behavioral economics​Why asking creates an "ick factor" and commoditizes relationships​How people want referrals to be "their idea"[35:00-42:00] Practical Language & Referral Seeds​"Thank by Name" script example​Hot zones in client experience​Leading vs. asking - the coaching scenario example[42:00-48:00] Overcoming Psychological Barriers​Addressing the "I don't want to be pushy" mindset​When uncomfortable feelings signal you're doing it wrong​Customizing approaches for different comfort levels[48:00-End] Resources & Wrap-up​Book recommendations and new release information​Podcast details and contact information​True Referrals Have Three People: You (solution provider), prospect (potential client), and referral source (the connector)​Focus on Existing Referral Sources: Your easiest path to more referrals comes from people who've already referred you​"Thank by Name" Script: "Thank you for referring [specific name] to me. It's an honor to help the people you know and care about."​Lead, Don't Ask: Guide conversations so prospects naturally arrive at the idea to refer rather than directly asking​Hot Zones Matter: Identify patterns in when clients typically refer you and strategically plant referral seeds in those moments​Science-Based Approach: Use psychology, brain chemistry, social networks, and behavioral economics instead of manipulationBooks:​"Generating Business Referrals Without Asking" (current)​"The Referable Client Experience" (releasing October 2025)Podcast: "Roadmap to Referrals" - New episodes every Tuesday (370+ episodes)Available on all podcast platforms and YouTubeWebsite & Contact: https://staceybrownrandall.com/Michael Fanning - Windermere CoachingEmail: fanning@windermere.comRate, review, and share this episode if you found value! Contact Michael directly for podcast topic suggestions or to be a guest.

In today's episode, we dive deep into a topic that many coaches struggle with: finding clients. If prospecting makes you want to run and hide…don't worry. We've got you! Listen in as we share some strategies that have worked for us, so you can make them work for you. Plus, we sprinkle in some creative ideas on how to make yourself visible and approachable in everyday situations. You know, just because we're fun like that. If you're ready to transform your prospecting game, and maybe even have a little fun along the way, this episode is just for you!

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In This Episode:Feeling constantly behind and like you're always reacting instead of leading? In this episode, you'll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role.Organize your calendarShift from reviews to strategy sessionsSet better boundaries with clientsListen in for quick wins you can implement right away to reclaim your time and run your firm with intention.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In today's MadTech Daily we discuss ChatGPT referrals failing to match drops from Search, Google's new Search proposal to avoid an EU antitrust fine, and the IPA urging the reform of legacy agency pricing structures. 

In this powerful episode, Scott sits down with Todd Moore, a former law enforcement officer turned successful insurance agency owner, to discuss resilience, mental health, and finding purpose in life and business. After two decades on the front lines as a firefighter, first responder, and sheriff's lieutenant, Todd opens up about the trauma he experienced, his near breaking point, and how he learned to transform pain into perspective.Todd shares how he's now on a mission to help others create happiness through intentional mindset shifts, gratitude practices, and authentic connections. This heartfelt conversation is a must-listen for high achievers, business owners, and anyone navigating stress, burnout, or the weight of expectations.

Luke Acree built a $70M empire using timeless marketing principles, print media, and relentless follow-up. This powerful episode will reignite your business strategy with bold, authentic, relationship-driven tactics. Full article: https://www.unitedstatesrealestateinvestor.com/the-million-dollar-marketing-mindset-to-create-authentic-relationships-and-success-with-luke-acree/(00:00) - Introduction to The REI Agent Podcast(00:12) - Meet Luke Acree: Serial Entrepreneur and ReminderMedia President(00:56) - Building a $70M Media Business with Family(02:02) - The Secret to Marketing: Relationship Over Transaction(04:45) - How Real Estate Agents Fail at Branding(06:19) - Why Most Agents Don't Follow Up(08:35) - Creating "Sticky" Content That People Actually Remember(10:42) - Magazine Strategy That Crushes Email Marketing(13:03) - Personal Stories Sell Better Than Stats(15:38) - Authenticity vs. Professionalism in Agent Marketing(18:01) - Why Luke Still Makes Sales Calls Every Day(20:27) - The 12-Month Commitment Rule for Success(23:09) - How to Get 100 Referrals a Year(25:44) - The Business Card Is Dead: Here's What Works Instead(28:17) - Leveraging Print in a Digital World(30:31) - Luke's Top Advice for New Agents(32:59) - The ROI of Persistence in Real Estate(35:24) - Mattias Reflects on Relationship-Based Selling(37:01) - Closing Thoughts and Where to Find LukeMentioned ReferencesStart with Why by Simon SinekThe 7 Habits of Highly Effective People by Stephen R. CoveyHow to Win Friends and Influence People by Dale CarnegieThink and Grow Rich by Napoleon HillAtomic Habits by James ClearThe E-Myth Revisited by Michael E. GerberGood to Great by Jim CollinsThe Psychology of Selling by Brian TracyRich Dad Poor Dad by Robert T. KiyosakiStay Paid Podcast (hosted by Luke Acree)For more incredible, holistic insights to reach your wealthy dreams, go to https://reiagent.com

Jennifer and Joseph Delle Fave share how they left traditional careers behind to build a creative, cash-flowing lifestyle through smart investing, powerful relationships, and a passion-driven mindset. A must-hear journey of transformation and freedom.See full article: https://www.unitedstatesrealestateinvestor.com/from-cars-and-classrooms-to-cash-flow-the-bold-journey-of-jennifer-and-joseph-delle-fave/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias and Erica: A Holistic Approach to Real Estate(00:24) - The Value of Becoming the Go-To Person(05:56) - Welcome Jennifer and Joseph Delle Fave(06:32) - From Teaching and Cars to Real Estate Investing(07:53) - Early BRRRR Deals and Bank Roadblocks(10:26) - First Creative Finance Deal with "Bank of Steve"(13:01) - Lease Option Success Story and Exit Strategy(15:05) - Forecasting Property Value and Supporting Renters(17:35) - Credit Repair and Long-Term Plans(19:02) - Scaling Up with Multiple Strategies(20:21) - Going Full-Time and Replacing the W-2(21:58) - The Power of Relationships and Abundance Mindset(23:49) - Working with Agents Who Truly Show Up(26:01) - What Makes a Great Agent: Online Presence and Hustle(28:20) - Why Contractors and Teams Are Game Changers(30:22) - Google Reviews, Referrals, and Building a Village(33:04) - Defining BRRRR and the Risks(36:08) - Rising Interest Rates and Alternative Strategies(37:39) - Shifting into Creative Finance and Seller Solutions(39:48) - Subject-To vs. Wraparound Explained(42:51) - Real Examples of Creative Deals in Florida(44:24) - Coaching Agents to Pitch Seller Terms(46:38) - Custom Deal Structures that Serve Everyone(47:32) - A Complex Quadplex Deal with a Big Payoff(50:06) - How to Spot Value in the Interest Rate, Not Just the Property(52:12) - Favorite Books for Mindset and Strategy(53:19) - Where to Find Jennifer and Joseph Delle FaveContact Jennifer and Joseph Delle FaveCreative Finance Playbook--To learn more about creatively reaching your holistic wealth, go to reiagent.com

In this episode, Mike Campion and Tracey Thompson dive into the power of referrals—and how most cleaning business owners are doing it all wrong. They explain why referrals aren't about begging but about building real relationships that lead to long-term success. You'll learn how to shift your mindset, create a simple system, and start asking (and giving!) the right way. Plus, Mike shares why referrals alone won't grow your business—and what to do instead. Whether you're brand new or scaling fast, this episode is packed with real talk and practical steps to get better clients and even better team members. Tune in and steal their referral secrets!   Love the idea, but find it overwhelming? Want to learn the next steps like, what to actually say on the call? Jump on a call with one of our coaches and learn strategies on how to grow your cleaning company and start loving your job every day! Book here  

Content marketing specialist, Paul Banks, shares about the science behind building trust with video. To learn more, reach out to him at https://www.linkedin.com/in/paul-banks007/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Most insurance producers think they need more leads.What they actually need is more clarity.Clarity on:→ Who they serve→ Why they're different→ How they want to grow→ And who should be referring them businessIn this episode of Getting Past the Premium, Elliot Bassett sits down with Abby Arcishewsky, founder of Archway Strategy, to break down how producers can build intentional, strategic, revenue-driving sales systems — starting with their value proposition and referral process.If you're relying on COIs, but don't have a plan…If your value prop is vague or generic…Or if your business development is ad hoc instead of engineered…This episode is a masterclass in fixing all of it.You'll learn:✅ How to define your Ideal Client Persona (ICP) — and why generalists get referred junk✅ The 3 rules for qualifying great COIs (most people miss the last one)✅ How to reframe your intro to avoid the “I already have someone” objection✅ Why your value prop isn't working — and how to build one that pulls prospects in✅ How curated micro-events can 10X trust and drive high-conversion referrals✅ The COI referral scripting strategy that gives you control over your positioning

In this episode, hosts Lauren Jones and Rob Mann welcome David Folwell, CEO of Staffing Hub and the host of The Staffing Show, to discuss the critical role of referrals in staffing.   " Getting people to stay on contract longer. When you go work with a friend, you stay on contract longer, you redeploy at a higher rate."   Here David underscores the importance of strategic sourcing and the concept of candidate lifetime value. In our conversation David covers tactics to maximize gross profit per hire, comparing referrals to other sourcing methods, and the necessity of reducing dependency on job boards.   The crew also shares stories highlighting: -How to leverage your personal and professional networks for staffing needs. -Why community building is different in 2025, with remote and hybrid cultures. -How important human connection is in our exceedingly technology-first world.   This episode is brought to you by Leap Advisory Partners.   Remember to rate, review and share the episode wherever you tune in.   #Staffing #Recruitment #Referrals #innovation #digitalmarketing #technology #saas

When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client referrals within their first 100 days with the firm. Libby is the founder of The Efficient Advisor, a coaching and consulting business based in Loveland, Ohio, that helps financial advisors build systems to run their firms with less stress and more efficiency. Listen in as Libby shares how she breaks down onboarding into three 30-day phases, how her firm tracked client “intel” for meaningful personalization, and what she believes is the key to client loyalty and long-term growth. For show notes and more visit: https://www.kitces.com/444

Title: What is the Least Important Score in Sports? And What Does That Have to do with You? Host: Michael J. Maher Description: In this special "Halftime Show" episode of the Referrals Podcast, Michael J. Maher takes listeners behind the scenes of a midyear business review that feels more like a locker room pep talk. From mindset shifts to game-changing real estate strategies, Michael challenges listeners to rethink the scoreboard—both in sports and in life—and reveals what truly matters when measuring your success. You'll hear real success stories from members of the Generosity Generation who are crushing their goals using (7L) strategies, and you'll get Michael's tactical advice for adjusting your “plays” in the second half of the year. If you've ever felt stuck, stalled, or unsure of your next move, this episode will give you the clarity, focus, and energy to finish the year strong. (7L) Referral Strategies and Podcast Topics: Halftime Report Special Offer: Join Referral Mastery Academy today for just $19 and take part in the 30-Day Referral Challenge starting July 1st! Get access to daily strategy videos, live mastermind calls, and the proven playbook that's helping agents across the country generate more referrals. Don't miss your chance to make the second half of 2025 your best yet! Visit SummerFestChallenge.com today!

In this episode, I had the pleasure of welcoming Michele Williams, the host of the Profit is a Choice podcast, as part of our podcast takeover series. We have been friends and collaborators since we co-authored a book together in 2019. Michele and I discuss how to cultivate relationships with your referral sources and the language tactics you can use to plant referral seeds in various scenarios. If you've ever felt uncomfortable asking for referrals or wondered how to create a steady stream of warm leads, this episode is for you. We break down complex concepts into easy-to-understand strategies that you can implement right away. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/368

If you're starting from scratch building a network (or looking to significantly amp up your networking game), it can feel like a daunting task. With this mindset, you will see that task through. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Don't have a well established client journey for your nutrition or health coaching clients?You're about to.In fact, in this episode you'll get access to a free AI tool that will help you map out your clients' journey in just a few minutes....Which will increase the customer lifetime value AND result in better compliance and more referrals.------------LINKSWatch this episode on YouTube HEREAccess the Google Doc Companion Worksheet HEREGet The Free AI Client Journey Mapping ToolLearn More About The Profitable Nutritionist Program:  

On today's episode of Community, Kristina is joined by the inspiring Andrea Parker —  Keynote Speaker, Conscious Leadership Coach, and Co-founder of FunX. If you ever wished your life and business were more fun, this is exactly what you need to hear!Andrea shares her journey from being a police detective to building a business centered around fun. She talks about how reconnecting with your personal definition of fun can help you show up more fully in life and work, and how sometimes, that path includes discomfort, patience, and a whole lot of courage.Tune in for: Why fun is a business strategy, not a luxury.How Andrea pivoted from policing to purpose-led entrepreneurship.What to do when gratitude and positivity feel out of reach.The power of celebrating every single win.Why community isn't optional, and how to build one aligned with your energy.This one is for the entrepreneur who's chasing more joy, building with intention, and ready to redefine success. Let us know what you're doing tio have more fun in your business this week!Connect with Andrea:WebsiteFunXLinkedInInstagramWTF: Where's The Fun PodcastMentioned in the Episode:Big Idea To BestsellerReady to be part of a community that supports your growth? Join us at The Social Business Club and use the code PODCAST for your first month for just $1.Send me a text!PodMatchPodMatch Automatically Matches Ideal Podcast Guests and Hosts For InterviewsSupport the showFor Your Information: • Host your podcast on Buzzsprout! •Use Code ‘PODCAST' For Your First Month For $1 Inside The Social Business Club • Join our favourite scheduling platform Later • FLODESK Affiliate Code | 50% off your first year! Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform! Website . Instagram . Facebook . Linkedin

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever wonder what separates a $1M agency from a $30M agency? It's not just better SEO or more employees. It's how you run the business behind the scenes. We sat down with today's featured guest to dig into what's powered his insane growth from barely crossing seven figures back when we first met… to now staring down $35–$40 million in pure service revenue. He's sharing some great advice on the evolution of his role as CEO, his new-found love for podcasting, and all kinds of golden nuggets for agency currently in the “no man's land”. Chris Dreyer is the CEO of Rankings.io, a law firm marketing services agency that delivers exceptional results for attorneys without compromising on customer service. He'll discuss his agency's substantial growth from under a million to over $30 million in revenue, his reliance on data and key performance indicators (KPIs), the transformative role of AI in various aspects of his operations, the importance of in-person client meetings for building relationships, and much more. If you're still guessing your numbers or putting off tracking your team's time — you'll want to pay attention. In this episode, we'll discuss: The CEO's true job. Hidden agency growing pains. The key to client happiness. In-person hustle and outbound sales. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Why Data Became Like a Religion Back when Chris and I first locked ourselves in a tiny Atlanta room for a workshop, Rankings.io was barely peeking over the $1M mark. He was still deciding who to serve and how. Fast forward about 8-9 years to today, and he says there's no bigger reason for his success than his top-to-bottom data obsession. Most agency owners track just enough to feel busy: a few pipeline numbers, maybe close rates if they're fancy. But Chris tracks everything. He knows the lifetime value of a client paying $5K a month versus $10K a month. He knows exactly how each account manager's retention rate impacts revenue. He even scores sales reps like a fantasy football league. And it's not just vanity metrics. If an account manager is great at keeping clients but terrible at preserving the original retainer size, they fix it. If time tracking shows poor utilization? They fix it. It's relentless. The big unlock for him was getting a real CFO to build this machine — and shifting from QuickBooks to more robust systems like Sage. No more flying blind or hoping for the best. If you don't know your LTV, churn, win rates, and retention by the exact dollar, you're leaving growth up to luck. How AI Became His Secret Weapon (and Why You Should Care) Most agency owners dabble in AI: a blog here, a few prompts there. Chris has gone full cyborg. Every single month, his team uploads their entire reporting package into ChatGPT. They don't just glance at dashboards — they get an AI board of advisors that points out trends, flags issues, and even suggests campaigns based on sales funnel leaks. If they have clients applying but not booking, the AI says: launch a re-engagement sequence. If they're not sure why the expense spike looks off, the AI will cross-check it with your event calendar. Chris used to hate looking at financials — now AI does the heavy lifting. When it comes to AI agents, they're not doing as much and prefer to use AI assistants for content, link building, and optimization. He even has an AI board of advisers with different personalities. This isn't replacing people. It's leveling them up. It's like strapping a rocket to every role — so you can do more without burning out your team. If you're not leaning on AI for context and next steps, you're probably making slower (and worse) decisions than your competitors. The CEO's True Job: Gotta Catch ‘em All Now that he's running an agency pushing $40M in service revenue (not pass-through, real revenue) Chris defines his role as: “Playing people Pokemon. Gotta catch ‘em all. I get the clients, and my president keeps them.” He sets the vision, runs point on marketing and sales, hosts the podcast, and stays the face of Rankings.io. Meanwhile, his right-hand man, Stephen, owns retention and delivery. This split lets Chris hunt big opportunities without getting bogged down in fulfillment fires. It's the perfect example of how an owner's role must evolve. If you're still stuck in the weeds, wearing every hat, and calling that “leadership” — you're capping your agency's growth. The goal isn't to do everything. It's to build a team that does everything better than you ever could alone. And Chris's story is living proof. The Hidden Growing Pains Nobody Warns You About Ever heard of the dreaded “no man's land” for agencies? For Chris, it began after he crossed the $8M to $10M mark and things got painfully awkward fast. In this stage, you're forced to hire the roles that don't directly bring in revenue: HR, finance, middle managers. Suddenly, your once-scrappy margins start leaking everywhere. It feels counterintuitive, all these new salaries, and yet no extra billables. But here's the catch: this is the awkward but necessary step that'll set you up with the infrastructure to move from $10M to $15M, $20M or beyond. This is generally the zone where you feel like an imposter CEO — one foot in the hustle, one foot in the corporate world you swore you'd never build. The truth is, every growing agency owner faces this inflection point. And if you get it right, you build a structure that can handle scale. If you get it wrong, you risk staying stuck at the same revenue ceiling year after year. You Can't Turn It Off — And Maybe That's Okay Most founders agree they find it difficult to turn their business brain off, and honestly, they don't want to. Business is the hobby. While their kids are at soccer practice, their brain is rewriting the service agreement or tweaking a proposal. Sure, there's a cost. Vacations come with podcast episodes in the car. Weekends sometimes mean scanning P&L spreadsheets. But, as Jason and Chris admit: the key to staying sane isn't to “balance it perfectly” — it's to have the right partner who gets the obsession. Because when you're building a business that supports dozens, even hundreds of families, switching it off just isn't realistic. So you find the support system that lets you go all in and come home for dinner. Why Core Values Actually Matter Early on, you might roll your eyes at “company core values.” Chris admits he did and saw it as just a lot of fluff. But once you're managing 50, 100, or more people, vague values don't cut it — you need a shared language to protect the culture. His agency now runs on three non-negotiables: Excellence (do great work, always) Execution (don't just talk, get it done) Grit (stick with hard things for the long haul) While he used to rely on platitudes like “team player” — he sees now that the wrong person will be weeded out fast as long as the core values are clear. He also bails at the mention of “work-life balance” in an interview. Because for this team, the culture is built for people who like working hard. The Surprising Key to Client Happiness Think your killer case studies will keep clients happy forever? Think again. Client happiness is very subjective and your biggest churn risk isn't bad work — it's bad relationships. Sure, you can track Net Promoter Scores all day. But real retention comes from catching early warning signs, which Chris calls “saves”. A client going quiet, missing calls, or hinting they're not vibing with an account manager should be signs to take action, if you start tracking them, as he has. And here's the overlooked move more agencies need to revive: visit your clients in person. Everyone's got Zoom fatigue. Booking a flight and breaking bread goes a long way toward making you not just a vendor, but a trusted partner. How In-Person Hustle and Outbound Hunting Keep You on Top Even with all the fancy dashboards, AI copilots, and mega forecasting tools, Chris and his president still jump on planes to shake hands with clients. They even budget for it. When you're running a high-ticket service where each client can be worth $125,000 or more over their lifetime, dropping a couple grand to show up in person is a no-brainer. It's how you show you care more than the next guy who's sending templated emails and hiding behind Slack. Chris's take is simple: Want to stand out? Do what you say you're going to do. Show up. Make your clients look like heroes. When a big-name CEO flies out to see you — even if you didn't sell them the deal — you remember that. Big relationships should get the handshake treatment. Using AI for Confidence in an Agency Acquisition Chris didn't buy another agency until he was already pushing $30 million, while most owners pull that trigger way earlier to leapfrog plateaus. Why wait? According to Chris, he didn't have the confidence to do it. Until AI changed that. He used ChatGPT to run diligence questions, draft the LOI, check for financial holes, and sanity-check the entire earnout structure. Sure, he has a great CFO — but that AI second brain made the whole thing faster and way less intimidating. Now that he's got the first deal under his belt, he's hungry for more. That's how scale works: get clarity, take the shot, rinse and repeat. Pro tip: If you're scared to buy, partner, or hire, dump your numbers into AI. Ask it what it would worry about if it were buying you. It'll show you every skeleton in the closet — so you can fix them now. Why Outbound Sales is Your Insurance Policy Chris used to be very resistant to doing outbound but now it is saving him from the Google rollercoaster. Inbound is sexy when it works. But we all know it can be feast or famine. Algorithms change. Referrals dry up. And you're stuck hoping this month's pipeline looks like last month's. After getting tired of hoping, Chris built an outbound team that's now about 30 people deep. He's got BDRs making 50 high-quality calls a day, sending out handwritten notes with books, running multi-channel outreach, and gifting prospects to cut through the noise. Each practice area has its own sales enablement rep feeding lists, building sequences, and arming the closers with context. It's consistent and it means Rankings.io can hunt, not just fish. Big lesson: if you don't control at least three lead sources (inbound, outbound, and strategic partners), your agency's growth is on borrowed time. Don't put all your eggs in Google's basket. Outbound is insurance. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

What if every listing turned into a referral opportunity—with zero gimmicks? In this episode, Steve Kyles and Frank Garay break down how Movetube is changing the game for loan officers and their agent partners. If you're looking for a strategic, modern way to stay visible, deliver real value, and multiply your referral business, this is it. You'll learn: How Movetube helps agents get more listings syndicated across major streaming platforms The power of pairing 13 conversations a day with a true value tool Why agents actually want this platform—and how to use it as a relationship accelerator How upcoming AI integrations are creating smarter, faster lead engagement Whether you're originating solo or building a team, Movetube might be the sharpest tool in your belt. Want a behind-the-scenes look? Visit movetubestudio.com and click "Loan Officers" to try the 24/7 demo and meet Jenny—the AI that's changing the way listings convert.